See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,808 | $89,753+15.7% | $107,525-3.5% | $84,808+22.4% |
| Participation rate | 46.4% | 68.1%-21.6pp | 75.1%-28.6pp | 68.3%-21.9pp |
| Annual return | 9.62% | 29.48%-19.9pp | 181.32%-171.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $631 | $3,113-79.7% | $3,754-83.2% | $2,631-76.0% |
| Participant deferral / active EE | $3,709 | $4,056-8.5% | $5,116-27.5% | $4,212-11.9% |
| Admin fee / account holder | $26,255 | $7,222+263.5% | $8,919+194.4% | $7,344+257.5% |